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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $365,099 | $180,749+102.0% | $160,784+127.1% | $137,256+166.0% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.0%+14.0pp | 80.0%+10.9pp |
| Annual return | 11.66% | 2234.46%-2222.8pp | 1803.92%-1792.3pp | 220.34%-208.7pp |
| Employer contribution / active EE | $11,302 | $4,155+172.0% | $3,733+202.8% | $4,156+172.0% |
| Participant deferral / active EE | $9,821 | $6,844+43.5% | $6,293+56.1% | $6,407+53.3% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |